This feature is perfect for practices that have a patient who may have forgotten to check-in for their appointment, or maybe have a patient who wrongfully checked in.
To ensure visits are recorded accurately, it’s crucial for patients to scan the Check-In QR code provided by clinics before or after they complete their appointments. This ensures that their visit logs successfully in the system and contributes to their rewards program.
Log into your Admin Panel
Click on the ‘Clients’ tab on the left-side of your screen
You can search, filter, or scroll to identify the client your are looking for. You can filter by clicking on the list categories on the top of your client list
Once you have found the correct client, please click into their profile by clicking their name or using the 3-dot menu to the right of your screen
Scroll down to find the clients visit history
To add a visit, click '+ Add a visit' on the bottom right of your screen
Populate the date of the visit, the time, and location
To remove a visit, select the trash can icon to the right of the visit you want to remove. Ensure this is only necessary when QR code scanning fails, or in cases of multiple same-day visits requiring special logging.
Confirm the action on the pop-up, and the visit is removed.
If you add or remove a visit for a client, their rewards page on their app will automatically update to align with their client profile. Following these steps ensures the visit is accurately recorded, maintaining eligibility for rewards and preventing discrepancies.
Best Practices for Administration
Maintain Accuracy: Always double-check entries when adding patient visits to avoid errors in rewards accrual.
Encourage Self-Sign-Ups: Educate clients about the benefits of signing up themselves to ensure they have access to your rewards and best pricing.
Leverage Built-In Rewards: Promote existing features such as sign-up rewards, visit rewards, birthday offers, and special offers to enhance user experiences.
Optimize QR Code Placement: Ensure the Check-In QR code is prominently displayed at the entrance or reception area to encourage patient scans.
Staff Training: Regularly train staff to understand the QR codes used for check-ins, improving patient compliance.
To watch the full video walkthrough, click the button below.
If you need more assistance, chat with us on Messenger.🗨️